Create and Manage Procedure Notes

Manage Procedure Notes

How to create a note via iPad/iPhone app and Web Browser

1. Create Procedure Notes

  1. Log in to the app.
  2. From the main menu, select a Patient/Client. (Note: a procedure (cosmetic or health) must be created first before creating a procedure note)
  3. Find your cosmetic or health procedure from the patient's timeline
  4. Press the Add Note or View Notes button on the procedure, below the patient photos 

1. Create your note. You may use your dot phrases in the section to quickly document a visit.

2. To use a dot phrase, click the period button on your keyboard and begin typing the title of the desired dot phrase

3. Click save. You have successfully created a procedure note! You are able to edit/delete this note if any changes need to be made

4. Click the 3 dots next to your note to edit or to delete

2. View the Procedure Notes

  1. Log in to the app
  2. Choose a patient
  3. You may click the original button used to create the note, it will now say view notes
  4. You can also view procedure notes as a timeline. To do this, choose the "more info" button located in the right-hand corner
  5. Click on notes

From the Web on the Cosmetic Timeline:
You can view and edit procedure notes by clicking "View Notes" under a created procedure

Check out our Website
Follow us on Instagram
Like us on Facebook
Subscribe to our official YouTube channel
Follow us on LinkedIn
If you'd like to know more, chat to us in the Messenger 

    • Related Articles

    • Create a Cosmetic Procedure

      Adding a new procedure is easy with the Aesthetic Record app on your iPad device. The app is designed to automatically pull all relevant information from your appointment and inventory settings to populate various forms and options, meaning you won't ...
    • Create And Use Dot Phrases (Preconfigured Notes)

      Set up Pre Configured Notes by Using Dot Phrases Create pre set notes, this will help speed the process of notating on a clients chart. A dot phrase is a phrase that you can summon when you are typing in your notes section description. By summoning a ...
    • Create a Health Timeline Procedure

      Create a Health Procedure via App Log in to your account via the AR app. Tap the bubble icon in the bottom right, then the magnifying glass icon above it. Type in the patient's name in the search box. Once you see the patient's name, hit it. From the ...
    • Manage Your Inventory

      Manage Your Inventory Add products and services to Inventory and set up their pricing; download your inventory list and inventory-related reports via web You can add products to Inventory via web in two ways: by activating existing products from the ...
    • Manage Services for Booking

      Manage Services for Booking Add, edit, or delete services for scheduling purposes via web Services refer to the medical treatments you provide to your patients. The services you'll set up in Smart Configuration will show up on both the online booking ...